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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $86.1B AUM 4,052 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 1354 Added 664 Reduced 118 Exited
Page 26 of 68  ·  1,354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 OLED UNIVERSAL DISPLAY CORP Technology 25,844.0 $2.4M 0.00% +165.0 +0.6% $91.66 -0.1%
502 MWA MUELLER WTR PRODS INC Industrials 83,497.0 $2.3M 0.00% +80K +2554.9% $27.49 -8.6%
503 TTMI TTM TECHNOLOGIES INC Technology 25,248.0 $2.2M 0.00% +437.0 +1.8% $88.98 +90.3%
504 TAL TAL ED GROUP Consumer Defensive 193,152.0 $2.2M 0.00% +62K +47.6% $11.37 -7.9%
505 ZLAB ZAI LAB LTD Healthcare 116,560.0 $2.2M 0.00% +51K +77.1% $18.81 -0.0%
506 NYXOAH S A 754,339.0 $2.1M 0.00% +261K +52.9% $2.83
507 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 99,776.0 $2.1M 0.00% +555.0 +0.6% $21.34 -18.6%
508 DEA EASTERLY GOVT PPTYS INC Real Estate 97,998.0 $2.1M 0.00% +3K +3.2% $21.43 +11.4%
509 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 29,347.0 $2.1M 0.00% +15K +98.6% $70.51 -22.5%
510 SOLENO THERAPEUTICS INC 57,828.0 $1.9M 0.00% +19K +48.4% $33.48
511 AZTA AZENTA INC Healthcare 90,948.0 $1.9M 0.00% +90K +10000.0% $21.13 -7.5%
512 GWRE GUIDEWIRE SOFTWARE INC Technology 12,832.0 $1.9M 0.00% +469.0 +3.8% $149.56 -9.3%
513 CDE COEUR MNG INC Basic Materials 101,325.0 $1.9M 0.00% +6K +6.4% $18.77 -5.0%
514 LUV SOUTHWEST AIRLS CO Industrials 49,744.0 $1.9M 0.00% +36K +256.5% $37.57 +8.5%
515 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 69,726.0 $1.8M 0.00% +14K +24.4% $26.43 +5.6%
516 MRNA MODERNA INC Healthcare 33,098.0 $1.7M 0.00% +2K +6.5% $50.70 -6.8%
517 ADTRAN HOLDINGS INC 123,020.0 $1.5M 0.00% +122K +10000.0% $12.58
518 DAVE INC 8,736.0 $1.5M 0.00% +144.0 +1.7% $174.09
519 CAG CONAGRA BRANDS INC Consumer Defensive 94,634.0 $1.5M 0.00% +4K +4.1% $15.72 -14.9%
520 EZPW EZCORP INC Financial Services 58,075.0 $1.5M 0.00% +45K +353.8% $25.38 +31.8%
Page 26 of 68  ·  1,354 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.8%
Healthcare 14.1%
Financial Services 10.7%
Consumer Cyclical 10.1%
Industrials 8.4%
Communication Services 8.0%
Consumer Defensive 3.5%
Basic Materials 3.0%
Real Estate 2.4%
Energy 2.2%